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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0472300 | Contract Administrator | $88,372 |
Filed as: MERRILL LYNCH Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $79,299 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,404 | $91,762-36.4% | $67,502-13.5% | $77,643-24.8% |
| Participation rate | 85.6% | 75.9%+9.7pp | 72.9%+12.7pp | 70.6%+15.0pp |
| Annual return | 13.79% | 14.87%-1.1pp | 3512.12%-3498.3pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,422 | $3,181+7.6% | $2,731+25.3% | $2,726+25.5% |
| Participant deferral / active EE | $8,361 | $3,903+114.2% | $4,000+109.0% | $4,647+79.9% |
| Admin fee / account holder | $211 | $176+20.1% | $3,998-94.7% | $430-50.9% |